Reporting Good to Know

  • After a Report is open in the Preview window, Users cannot navigate back to the CSM Main window without first closing the Preview window. It is recommended that you have two (2) instances of CSM open (example: opening CSM again) to easily jump between the Report Preview and CSM.
  • Dashboards can provide summary information in the form of data-driven Widgets, and can also run Reports in the form of command-driven Widgets.
  • Some CSM features may behave differently in the CSM Browser Client. For more information, see Browser Client documentation.